The Paperwork Reset
Keep what matters. Shred what doesn't. Find anything in 60 seconds.
$17.95
Your filing cabinet is half panic, half guilt. There's a stack of papers on a side table you keep meaning to deal with. You don't actually know how long to keep tax records, or which bank statements are safe to shred, and you definitely don't know what your family would need to find if something happened to you tomorrow.
The Paperwork Reset is a complete household paperwork system that fixes all of this in two weekends and survives, because it's built around a 30-minute annual review you'll actually do.
WHAT'S DIFFERENT
Most paperwork products fall into one of two camps. Either they're cute printables with no legal substance — pretty checklists that don't tell you what the rules actually are. Or they're stiff compliance documents written for accountants.
Neither helps a real household.
The Paperwork Reset is the third option: a calm, decluttering-first system with the legal homework done for you. Every retention rule comes from an official source — IRS, HMRC, CRA, ATO, FTC, NIA, CISA. Every source is dated and listed at the back. Nothing is made up. Nothing is "approximate." Nothing is older than this year.
WHAT'S INSIDE
→ 30-page premium guide (19 chapters) with the keep / shred / digitise framework, country-specific tax retention pages for the US, UK, Canada, and Australia, vital records, banking, property, insurance & medical, the digital filing structure, the family emergency inventory, the passwords-and-digital-access chapter, and the annual review checklist. Every rule re-verified against live official sources in June 2026 — including the UK's Making Tax Digital rollout.
→ Notion dashboard — Master Documents Index, Family Emergency Inventory, Annual Review Tracker, Source Library. Setup takes 10–15 minutes. No Notion experience needed.
→ A dated source log of every official rule used in the guide. If your accountant ever questions a rule, you can verify it independently.
→ 6-page Start-Here document so you actually use the system instead of letting it sit on your desktop.
WHO IT'S FOR
→ Anyone whose paperwork is winning.
→ Adults responsible for an aging parent's documents.
→ New homeowners drowning in deeds, warranties, and policies.
→ Self-employed people with mixed personal/business records.
→ Families who want a calm "if I were hit by a bus" plan without turning the house into an identity-theft buffet.
WHO IT'S NOT FOR
→ People expecting an estate-planning template. This is a finder's map for documents and professionals; it does not replace a will or a solicitor.
→ People expecting a password vault. The system deliberately stores locations, never raw credentials. Real passwords belong in a password manager.
→ People who want a flat one-page printable. The retention rules differ by country and category, that's why this is a system and not a checklist.
THE TWO-WEEKEND PROMISE
Weekend 1: Sort and decide. Every piece of paperwork in the house gets one of four outcomes — keep, shred, digitise, or escalate.
Weekend 2: Digitise and file. Cloud folder structure, scanning workflow, Notion index populated.
A quiet third weekend later: Family Emergency Inventory. The conversation that's awkward for ten minutes and saves your family ten weeks of scrambling.
After that: thirty minutes a year. Forever.
WHAT YOU GET RIGHT NOW
🗂️ The Paperwork Reset Guide — 30 pages, 19 chapters (PDF)
🗂️ Start Here onboarding — 6 pages (PDF)
🗂️ Notion workspace — one-click duplicate into your own Notion. A complete set of linked databases and reference pages, a master register for every document, review reminders, and sample records
🗂️ Source Log & Changelog — 7 pages, every retention rule cited & dated (PDF)
🗂️ Quick Start one-pager — fridge-ready printable (PDF)
🗂️ Family Emergency Worksheet — 7-page fillable printable handoff (PDF)
🗂️ Decision Tree Poster — 1-page printable, decide any document in 4 questions (PDF)
🗂️ Scan Day Kit — 6 pages, your action plan for the digitisation weekend (PDF)
ONE HONEST DISCLAIMER
This guide is for organisational purposes only. It's not legal advice, tax advice, or estate-planning advice. Retention rules and consumer guidance are summarised from publicly available official sources, current as of the review date on the cover. Provincial, state, and industry-specific rules can override the national guidance summarised here. Before destroying records, before relying on this guide for an audit response, and before estate-planning decisions, consult a qualified professional in your country.
If that disclaimer makes this product less appealing — good. The guide is honest about what it is.
Every retention rule is reviewed at least annually. When a rule changes, the new version of PDF is sent to your email. The version number on every cover tells you which release you're on. As long as your email exists, you're updated.